Vicki Long (CRD# 7881650) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has 1 year of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Swan Capital | Pensacola, FL | Aug 2022 - Current | 1 |
| Move/life Change | Pensacola, FL | Jan 2022 - Aug 2022 | < 1 |
| Ethos Group Compliance Solutions | Irving, TX | Jul 2016 - Jan 2022 | 5 |
| Michael Strapulous Dentistry | Brownsburg, IN | Aug 2008 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
-
Total Assets Under Management191MILLIONS
-
Total Number of Accounts1,428ACCOUNTS
-
Average Account Value$133,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AL, CO, FL, GA, LA, NC, TX
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